Celtic Financial Planning Ltd
Sammy-jo P. is an experienced mortgage and protection adviser currently working at Celtic Financial Planning Ltd since March 2023. Prior to this role, Sammy-jo P. was a Mortgage Broker with Just Mortgages Self Employed Group from June 2021 to March 2023. Sammy-jo P. has a robust background in mortgage and customer service, having worked at HSBC from May 2012 to August 2021 in various positions, including Mortgage and Protection Manager, Senior Customer Service Officer, and Customer Service Officer. Earlier experience includes roles at M&S Bank from May 2008 to May 2012, focusing on fraud and chargebacks and customer service as a Customer Service Specialist.
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Celtic Financial Planning Ltd
Celtic Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Celtic Financial are Multi-Award-Winning Chartered Independent Financial Advisers that strive to build and maintain long-term relationships with our clients by understanding individual needs, circumstances and requirements. These are the first steps towards our clients achieving their financial goals and aspirations. Based in the historic Market Town of Mold, our services extend across North Wales and beyond. We want to challenge others by providing a service led goals based financial planning solution for our clients. Instead of getting bogged down in jargon such as SIPPS and Wrappers, we deliver a plan to meet your goal(s) such as retiring 5 years earlier. You won’t find sales targets and pinstripe suits at Celtic, just good, honest and friendly financial advice.